Global Payments (GPN) FY Conference May 13, 2025 01:50 PM ET Speaker0 Okay. We can get started. Sorry. We're little bit late. Hey, Josh. My name is Tien Tsin Huang. I cover the payments and IT services sector at at JPMorgan, and super excited to have Cameron Brady back from Global Payments. He's the CEO of the company. Cameron, thank you for being here with us. Speaker1 Thanks for having us. Speaker0 Cameron, I always I don't know if it's a fair statement, but I always think of you as a student of the indus ...

Have you assessed how the international operations of Global Payments (GPN) performed in the quarter ended March 2025? For this electronics payment processing company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and traject ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Securities registered pursuant to Section 12(b) of the Act | Title of each class | Trading symbol | Name of exchange on which registered | | --- | - ...

For the quarter ended March 2025, Global Payments (GPN) reported revenue of $2.2 billion, up 1% over the same period last year. EPS came in at $2.82, compared to $2.59 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.2 billion, representing a surprise of +0.25%. The company delivered an EPS surprise of +4.83%, with the consensus EPS estimate being $2.69.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Global Payments (GPN) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.83%. A quarter ago, it was expected that this electronics payment processing company would post earnings of $2.96 per share when it actually produced earnings of $2.95, delivering a surprise of -0.34%.Over the las ...

Global Payments (GPN) Q1 2025 Earnings Call May 06, 2025 07:30 AM ET Company Participants Winnie Smith - SVP, IRCameron Bready - Director & CEORobert Cortopassi - President & COOJosh Whipple - Senior Executive Vice President and Chief Financial OfficerAdam Frisch - Senior Managing Director - EquitiesRyan Campbell - VP - Equity ResearchTimothy Chiodo - Managing Director Conference Call Participants Jason Kupferberg - Senior Equity Research AnalystTien-tsin Huang - Senior AnalystDavid Koning - Senior Research ...

Global Payments (GPN) Q1 2025 Earnings Call May 06, 2025 07:30 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to Global Payments First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will open the lines for questions and answers. And as a reminder, today's conference will be recorded. At this time, I'd like to turn the conference over to your host, Senior Vice President, Investor Relations, Winnie Smith. Pl ...

Acquisition and Divestiture - Global Payments announced the divestiture of its Issuer Solutions business for $13.5 billion and the acquisition of Worldpay for a net purchase price of $22.7 billion, reflecting an 8.5x adjusted EBITDA multiple for Worldpay[2] - The acquisition will enhance Global Payments' capabilities to serve over 6 million customers and enable approximately 94 billion transactions annually[4] - The acquisition of Worldpay is seen as a strategic move to simplify Global Payments' business model and enhance its financial profile[5] Financial Projections - The combined company is expected to achieve pro forma adjusted net revenue of approximately $12.5 billion and adjusted EBITDA of approximately $6.5 billion, processing $3.7 trillion in payment volume globally[3] - Global Payments expects adjusted earnings per share for Q1 2025 to be $2.69, reflecting a growth of approximately 10% on a constant currency basis[19] - The company reaffirmed its full-year 2025 outlook for adjusted net revenue, adjusted operating margin, and adjusted earnings per share[20] Synergies and Cost Management - The transaction is anticipated to generate annual run-rate cost synergies of $600 million and revenue synergies of at least $200 million over three years post-closing[13] - Global Payments plans to issue $7.7 billion of debt to finance the acquisition, with an expected net leverage of approximately 3.5x at closing[15][17] Regulatory and Closing Conditions - The transaction is expected to close in the first half of 2026, subject to regulatory approvals[18] - The company faces uncertainties related to regulatory approvals and the ability to meet closing conditions for the transaction[29] Risks and Challenges - Risks include potential difficulties in integrating Worldpay's business and realizing anticipated cost savings from the transaction[29] - There are concerns about maintaining key personnel and potential business disruptions resulting from the transaction[29] - The company is exposed to macroeconomic pressures, including inflation and rising interest rates, which could impact future performance[29] - Increased competition in existing markets and challenges in expanding into new markets are significant risks[29] - The company must comply with Visa and Mastercard requirements, which could affect its operations[29] Forward-Looking Statements - Management's expectations regarding future plans and objectives are subject to change pending finalization of Q1 2025 results[29] - Forward-looking statements are based on current estimates and may differ materially from actual results[29] - The company disclaims any obligation to publicly release updates to forward-looking statements, except as required by law[29]

1Q 2025 earnings May 6, 2025 +5% Adjusted net revenue growth1 +70 bps Forward-looking statements This presentation may contain certain forward-looking statements within the meaning of the "safe-harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on current expectations, estimates and projections about the industry and markets in which we operate, and beliefs of and assumptions made by our management, involve risks, uncertainties and a ...

The upcoming report from Global Payments (GPN) is expected to reveal quarterly earnings of $2.68 per share, indicating an increase of 3.5% compared to the year-ago period. Analysts forecast revenues of $2.2 billion, representing an increase of 0.7% year over year.Over the last 30 days, there has been a downward revision of 2.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cour ...